*Resolved* TaxWise Online: Intermittent issues with ESignature service

*Resolved*

On Saturday, January 27, 2024 at 5:00 PM CST some TaxWise Online customers may have experienced intermittent issues with ESignatures. The issue was resolved at 5:58 PM CST Thank you for your patience.

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On Saturday, January 27, 2024 at 5:00 PM CST some TaxWise Online customers may be experiencing intermittent issues with ESignatures. Thank you for your patience as our team investigates.

Filing W2s and 1099s with Payroll Compliance Reporting/W2-1099

Many businesses are impacted by the IRS decision to lower the e-file mandate to 10 returns. With Payroll Compliance Reporting, you already have the software needed to ensure that you and your clients are compliant with this mandate.*

If you need assistance with creating Payroll Compliance returns, watch these short videos:

Creating W2 returns

Preparing 1099 Returns

Preparing Series 94x Returns

W2s

W2s must be uploaded directly to the Social Security Administration Business Services Online (BSO) website. Please note the process to log into the BSO website has changed. You must have a Social Security Online account, Login.gov, or ID.me credential to gain access to the BSO application. Your BSO User ID and password is no longer used to access BSO employer services. For more information or to obtain a login visit the SSA Business Services Online Welcome Page. 

1099s

1099s, 1098s, 5498s, and W2-Gs are filed to the IRS FIRE System through Payroll Compliance Reporting. You do not need a Transmitter Control Code (TCC), when filing through our software.

Note: Series 94x Returns can also be filed using Payroll Compliance Reporting. An EFIN is required to file these returns. Log into your IRS eServices account to verify that you have these return types added to your EFIN. 

*If you need Payroll Compliance Reporting, please reach out to your Account Manager.

Payroll Compliance Reporting (PCR) version 23.1 is now available

In this release, the W-2 and 1099 mappings are updated to support the QuickBooks, Sage and Client Accounting Suite imports for 2023.

Installation Instructions:

The following installation types require the 23.1 update:

• Stand-Alone
• Workstation Only
• Workstation/Server

Server Only installations do not require the 23.1 update.

• As a best practice, it is recommended that you close the application on all workstations and update each one separately.

State News: Texas Electronic Forms for Filing 2024 Franchise Tax Reports

Please read the following important information from the Texas Comptroller.

Electronic forms for filing 2024 franchise tax reports are in development and are not available for use through Webfile or from tax preparation software providers at this time. For more information visit https://security.app.cpa.state.tx.us/. 

State News: Georgia Start of Filing Season

Please read the following important information from the Georgia Department of Revenue.

The opening date to e-file individual returns is February 2, 2024.

Pre-Ack Deadline for 2023 Tax Season

Monday January 29th, 2024, is the official opening day of IRS electronic filing for the 2023 Tax Filing Season.

The Pre-Acks for TaxWise will be disabled at Midnight-ET on Sunday, January 28th, 2024. Please be sure to submit any Pre-Ack Returns before this time.

Also, ensure you have downloaded and are using the most current Bank Module:

• 3Fund - v2
• EPS - v2
• Fee Collect - v2
• Refund Advantage - v2
• Republic - v2
• Santa Barbara - v2

Client Accounting Suite/Premier (CAS/P) version 23.2 is available

The 23.2 version of CAS is now available from the Solution Center or via the auto-update feature in CAS. It includes the following regulatory updates.

Regulatory Updates

The following regulatory information is now available for Client Accounting Suite and Client Accounting Suite Premier:

• 2023 Federal Forms update
• 2023 1099 NEC updated revision.
• 1099 MISC and 1099 NEC include a print update to show 2023 in the year box.
• The Iowa W-2 electronic filing formatted file was updated to current specifications.
•  2024 W-4 is available in Blank Forms.

Important: All 1099/1096 forms submitted to the IRS must be printed on the red ink approved forms. Failure to comply with this may result in fines or rejections. To order the 1099/1096 red ink forms for Client Accounting Suite, call Nelco at 1-800-266-4669.

• 2024 State Withholding Rates - The following state withholding calculations have been updated for 2024:

• Colorado
• Georgia
• Illinois
• Indiana
• Maryland
• Massachusetts
• Minnesota
• Mississippi
• North Carolina
• North Dakota
• Oregon
• Vermont
• Note:  As other states change their rates for 204, we will provide updates on the support website.
• Reminder: Be sure to update the state wage limit in the State Setup before processing payrolls for 2024.

• Review the Year End Guide for all Regulatory questions and procedures. The Year End Guide is available on-line in PDF format from the Help Menu.

Software Updates

• The 2023 Tax Exports for ATX and TaxWise are available in this update. Tax Line assignments have been updated for 2023.
• The 2023 Tax Exports for ProSystem fx, Axcess, Lacerte Tax, and ProSeries Business Tax have been enabled.
• Client Write-Up has been updated to work with QuickBooks and Sage 50 2024.